AJ Bittman
,
Senior Financial Advisor
NMLS #1777016
2021 Spring Road
Oak Brook, IL 60523
630.954.6276
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As your financial advisor, I take a client-centric approach to plan for the certainty of uncertainty. I am here to help make sure you get from where you are today to where you want to be tomorrow.
Profile

AJ works with individuals, their families, and their businesses to help develop a comprehensive strategy for managing their wealth. His process is grounded in first understanding the goals of each client. He then aids in planning with his clients to develop a road map to their goals and finally implements that plan with them. He leverages the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. The periodic reviews, revisions, and the  overall relationship based on trust with his clients is what drives him to provide a premier level of service. When his clients are able to pursue their dreams, he feels as though he has succeeded.

AJ joined Merrill in 2018. As a Financial Advisor he assists clients by helping them pursue their personal and financial goals. He is a graduate of Indiana University Bloomington with a bachelor’s degree in economics. He currently lives in Downers Grove, IL and is active in his community, regularly attending automotive, sporting, and live music events.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
About Me
Welcome

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nicholas A. Beilfuss
Wealth Strategies Advisor
Tami Smith
Wealth Management Banking Specialist
Merrill Lynch Logo
Joel LaRue
Regional Lending Specialist
Bank of America, N.A.
NMLS #448381
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Anthony Bittman is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.